OCTA REGIONAL FARE COLLECTION STRATEGY. 5 th Annual Smart Card Alliance Payment Summit February 9, 2012
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1 OCTA REGIONAL FARE COLLECTION STRATEGY 5 th Annual Smart Card Alliance Payment Summit February 9, 2012
2 Agenda Overview of OCTA regional agencies Regional fare integration Approach and milestones Goals and objectives Schedule/timeline 2
3 Orange County Transportation Authority (OCTA) Multi-modal transportation agency Established in 1991 with the consolidation of 7 transportation agencies FLEET SIZE IN REVENUE SERVICE FIXED ROUTE VEHICLES PARATRANSIT VEHICLES SUPERVISORS EQUIPMENT 34 FY Service Statistics Annual ridership for fixed route - 51,305,413 Annual ridership for Access service - 1,320,062 Annual mileage operated for fixed route - 19,047,950 Annual mileage operated for Access service - 10,004,558 3
4 OCTA Fare Payment Evolution 4
5 OCTA s Current Fare Collection System Over 800 Units GFI Odyssey System Acquired and installed in 2001 and has another 8-10 years of useful life Accepts Cash and Magnetics Bill and coin validator The Operator Control Unit (OCU) allows Operator to control farebox Interface with the AMDT for login and alarms Reached maximum available fare categories (keys and TTPs) *April 2011 Monthly Boardings 5
6 OCTA Monthly Boardings by Fare Type FARE TYPE BOARDINGS PERCENT Cash 990, % Passes 3,346, % Metrolink Passes 44, % Interagency Transfer 15, % ACCESS Pass 28, % Free Ride 158, % TOTAL 4,584, % 6
7 Other Agency Fare Collection Systems LA Metro San Diego GFI Odyssey System Closed System Account based TAP Smart Card Accepts Cash, Magnetics and Agency card (TAP) Bill and coin validator Visa Ready Card starting this program to accept open payment (excellent option for unbanked & paratransit services) GFI Odyssey System Closed System Account based Compass Smart Card Accepts Cash, Magnetics and Agency card (Compass) Bill and coin validator Used by MTS and NCTD 7
8 Other Agency Fare Collection Systems Riverside Transit Agency Metrolink Proof of Payment Ticketing TVMs Relies on Fare Inspectors GFI Odyssey Farebox Closed System Accepts Cash and Magnetics 8
9 Investigating Regional Fare Integration Date Task 7/2009 Completed Fare Integration Study 9/2009 Presented Study Findings to the Board of Directors 3/2010 Extended Contract to Develop Specifications Approved by the Board of Directors 11/2010 Developed System Design & Requirements for a Smart Card System 3/20/11 Hosted a Peer- to- Peer Review of Emerging Fare Collection Systems 7/26/11 Hosted a Southern California Super Users Group discussion of Fare Collection Systems and Fare Policy in partnership with SCRRA and USDOT Volpe National Transportation Systems Center 12/27/11 Engaged USDOT Volpe National Transportation Center to assist in the Regional Fare Collection System Project 9
10 Regional Fare Integration Goals Investigate state of the art in fare payment Open forum to discuss agency needs and challenges Work toward a common regional fare payment approach Identify target fare payment application Identify field pilot project objectives and location Use this approach as key input to future open fare payment strategy 10
11 Super Users Stakeholders Major urban transit regions - San Diego, Orange, Riverside, San Bernardino, Los Angeles and Ventura counties 11
12 Next Steps Conceptual Timeline Phase/Step Hold Fare Collection Expo Conduct review of fare systems and policies with stakeholders Develop concept of operations for fare system for product that could provide regional interoperability Develop technical specification for target fare product Receive Proposals/Select vendor/issue Notice to Proceed +Design, test and supply equipment Complete implementation payment processing "back end" system Begin rollout of bank card and cell phone acceptance Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 +Card readers and point of sale devices 12
13 Questions? Thank You! Joe Vicente Department Manager, Transit/TPM Orange County Transportation Authority
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